AFC
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Ares Financial Consulting’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Ares Financial Consulting’s Portfolio VTEC Stock Details VTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Buy
1,266
+10
+0.8% +$998 0.09% 120
2026
Q1 		$125K Buy
1,256
+6
+0.5% +$604 0.1% 107
2025
Q4 		$125K Buy
+1,250
New +$125K 0.12% 97

Other funds holding VTEC

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return

Ares Financial Consulting's VTEC Position: Q2 2026 in Review

Ares Financial Consulting increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.8% in Q2 2026, buying an estimated $998 and bringing the position to 1,266 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #120.

Ares Financial Consulting first reported a position in VTEC in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Ares Financial Consulting held 1,266 shares of Vanguard California Tax-Exempt Bond ETF worth $127K as of Q2 2026.
  • Ares Financial Consulting bought 10 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $998.
  • Vanguard California Tax-Exempt Bond ETF made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #120 holding.
  • Ares Financial Consulting first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.